Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,000 | $165,361-70.4% | $149,715-67.3% | $158,950-69.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.27% | 348.24%-326.0pp | 276.66%-254.4pp | 302.91%-280.6pp |
| Employer contribution / active EE | $6,553 | $5,103+28.4% | $4,645+41.1% | $4,762+37.6% |
| Participant deferral / active EE | $9,048 | $7,182+26.0% | $6,842+32.2% | $5,983+51.2% |
| Admin fee / account holder | $6,154 | $10,808-43.1% | $9,310-33.9% | $11,248-45.3% |